EQ HOMESHubSpot Sales Training
Step 4 of 7 5 minutes

Connect Microsoft Teams

Connecting Teams lets you add a Teams video link to any HubSpot meeting and receive HubSpot notifications where your team already talks. Prospects get a professional, familiar meeting experience.

Open HubSpot to do this step
Setup checklist0 of 7 complete

How to do it

  1. 1In HubSpot, click Data Management in the main left navigation.
  2. 2Choose Connected Apps.
  3. 3Click Add more connections (top right).
  4. 4Search for teams and choose Microsoft Teams (App by HubSpot).
  5. 5Click Manage, then Connect account.
  6. 6Sign in with your EQ Homes Microsoft account and accept the requested permissions.
  7. 7When asked, enable Use Microsoft Teams as a video conferencing option.
  8. 8Open Settings > General > Calendar and set Microsoft Teams as your default video conferencing tool.
  9. 9Create a test meeting in HubSpot and confirm a Teams join link is included.

Tip

Turn on HubSpot notifications in Teams to be alerted the moment a new contact is assigned to you. Fast responses win meetings.

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